About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Job Description
In this role, you will be responsible for trust investment duties for specific trust relationships, with an emphasis on Special Assets (including real estate, farmland, mineral rights, for example). You will develop investment strategies for trusts and monitor execution of activities to ensure they are fulfilled, working directly or indirectly with advisors and clients when needed and support the Senior Investment Officer in charge of Special Assets with monitoring, managing, and reporting on these assets. This includes supporting other Investment Officers in the investment management process for Trusts, including making recommendations for process enhancements. Additional responsibilities include establishing and maintaining positive advisor and client relationships, quality customer service, positive audit results, and client retention.
Key Responsibilities
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Perform monitoring, maintenance, and reporting functions on Special Assets as directed by the Senior Investment Officer for Special Assets.
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Handle basic trust investment duties for specific trust relationships. Examples include but are not limited to, development of investment allocation strategies for trust accounts and performing transactions when needed. Member of the Investment Sub-Committee.
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Perform annual investment reviews for assigned trust relationships annually. Member of the Account Review Sub-Committee.
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Respond to client and advisor requests for information. Requests may be received from Trust Administrators, Investment Officers or can come directly from advisors and clients. Requests received directly from advisors and clients must be properly reviewed and approved under current Bank procedures prior to fulfilling the request.
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Provide back-up support when necessary for trusts assigned to other Investment Officers. This includes assuring account data integrity. This quality control and reconciliation directly contributes to maintaining positive advisor/client relationships and delivering quality customer service.
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Support the New Business process by performing asset review work for potential new account acceptance or future nomination of the Bank in governing documents.
Required Qualifications
Preferred Qualifications
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Basic understanding and familiarity with real estate as an investible asset class
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Good written and oral communication skills.
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Strong organizational skills and attention to detail.
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Ability to prioritize and follow through.
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Good analytical and problem-solving skills.
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Work well independently and as part of a team.
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Strong experience using Microsoft Excel
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Bachelor's Degree
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Industry certification or interest in pursuing: CFA, CIMA or other
Visa Sponsorship
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
In-Office Collaboration
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders - clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.
Base Pay Salary
The estimated base salary for this role is $71,300 - $98,100 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Business Support & Operations
Line of Business
BANK Bank
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
VEVRAA Federal Contractor.
We request Priority Protected Veteran & Disabled Referrals for all of our locations within the state.
